Lowe Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Lowe Wealth Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22.1K	Hold	200	–	–	0.01%	199
2025 Q2	$21K	Hold	200	–	–	0.01%	193
2025 Q1	$19.7K	Sell	200 -88	-31%	-$9.26K	0.01%	196
2024 Q4	$30.4K	Hold	288	–	–	0.01%	161
2024 Q3	$30.4K	Hold	288	–	–	0.01%	150
2024 Q2	$28.5K	Buy	+288	New	+$28.7K	0.01%	151

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lowe Wealth Advisors's IVOO Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q3 2025 at 200 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #199.

Lowe Wealth Advisors first reported a position in IVOO in Q2 2024 and has held it in 6 quarters since. The position peaked at $30.4K in Q3 2024. 273 funds tracked by Wall St. Rank hold IVOO as of Q3 2025.

Lowe Wealth Advisors held 200 shares of Vanguard S&P Mid-Cap 400 ETF worth $22.1K as of Q3 2025.
Lowe Wealth Advisors left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q3 2025.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #199 holding.
Lowe Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 6 quarters since.
Lowe Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $30.4K in Q3 2024.
273 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.